Harness + Salesforce

Harness + Salesforce integrations

Create Salesforce records for each new Harness donor

Turn new donor data in Harness into fresh records in Salesforce instantly. This automation creates a new record in Salesforce every time a new donor comes through Harness, saving your non-profit time and ensuring all your fundraising data is captured reliably. Increase your organization's efficiency by letting this workflow handle data entry, so you can focus on making a bigger impact.

When this happens...
New DonorTriggers when a donor registers a new account
TriggerInstant
automatically do this!
Create Record (UTC)Creates a new record of a specified Salesforce object. Dates use the UTC format.
ActionWrite

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More things you can do with Harness and Salesforce

Discover other triggers and actions you can use with Harness and Salesforce

Donation Failed
Triggers when a donation of any kind (one-time, monthly, round-up) fails, usually due to card errors
Trigger
Instant
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- Donation Type
  Required
Trigger
Instant
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Monthly Donation Created
Triggers when a donor creates a new monthly donation subscription.
Trigger
Instant
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Round-Up Account Cancelled
Triggers when a donor cancelled their round-up account.
Trigger
Instant
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New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

Monthly Donation Cancelled
Triggers when a donor cancels a monthly donation.
Trigger
Instant
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New Donor
Triggers when a donor registers a new account
Trigger
Instant
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Round-Up Account Created
Triggers when a donor connects a new round-up account.
Trigger
Instant
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New Ticket Purchase
Triggers when a transaction is completed in the ticket store
Trigger
Instant
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New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Harness

Raise More + Stress Less with the Harness Fundraising Platform - Nonprofit Industry Leader in Recurring Giving and Donor Experience Automation Tools

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Related categories

Fundraising

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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CRM (Customer Relationship Management)

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